How to capture web leads directly into Tactile CRM

Tactile CRM has a built in tool for you to easily add a web form to your website so you can capture leads and customer data directly into Tactile CRM. Check out the 30 second video below on how to set it up, or scroll down to see more information:

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Web Form Setup

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action

This help article was added on Tuesday, October 13th, 2009 at 11:25 am and is filed under Contact Management, How To/Tutorials, Importing/Exporting, Opportunities. You can follow any responses to this entry through the RSS 2.0 feed.

One Response to “How to capture web leads directly into Tactile CRM”

Brian Caruso says:

October 13, 2009 at 3:28 pm

Great feature! Will you be adding a captcha to the form? There is too much spam out there not to have one.

Tactile CRM is a web based contact and sales management system for small businesses and departments. It's great for managing your sales pipeline, contacts, notes, emails and activities in one place so you can easily share information within your organisation amongst your colleagues.

If you want to get in touch, drop us an email to support@tactilecrm.com or call us on +44 (0) 207 183 6677.

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